Freight hauler XPO Logistics Inc. jumped the most two years after Recode reported that Home Depot Inc. is weighing a possible acquisition as part of a push to compete with Amazon.com Inc. The home-improvement retail giant has held internal discussions in recent months about making a bid, according to the report, which cited an unnamed person familiar with Home Depot’s thinking. The company would like to keep XPO out of the hands of Amazon, the online retailer that is reshaping the warehouse and logistics market, Recode said. A representative of Home Depot declined to comment, while XPO didn’t immediately respond to a request for comment. XPO surged 14 percent to close at $90.01 in New York, logging the biggest gain since April 2015. That gave the Greenwich, Connecticut-based company a market value of $10.8 billion. Home Depot was little changed. A deal could turn the tables on XPO, which has said it’s hunting for acquisitions. Chief Executive Officer Bradley Jacobs told Bloomberg in July that he was reaching out to potential targets and could forge a deal for as much as $8 billion. XPO had paused its deal-making after purchasing two trucking companies, Con-way Inc. and Norbert Dentressangle, for almost $5 billion combined in 2015. XPO’s so-called last-mile business, which provides delivery of large goods to consumers, is the most likely source of interest for Home Depot, according to analysts at Oppenheimer. “We are hard-pressed to see HD purchasing a transportation and logistics firm the size and scope of XPO,” the firm wrote in a note to investors. “Buying the entirety of XPO would propel HD into entirely different lines of business.”